Podcasts about environics

  • 26PODCASTS
  • 1,001EPISODES
  • 30mAVG DURATION
  • 5WEEKLY NEW EPISODES
  • Sep 9, 2025LATEST

POPULARITY

20172018201920202021202220232024


Best podcasts about environics

Latest podcast episodes about environics

FidelityConnects
North American auto industry update and outlook – Robert Reynolds

FidelityConnects

Play Episode Listen Later Sep 9, 2025 30:19


Canada is facing economic challenges, and U.S. tariff stories continue to develop. How do trade tariffs impact the automotive industry in terms of consumer demand, pricing, and the supply chain?Consumer spending has been weak, but can the increase of defence and government spending be supportive for our economy? How does government spending such as infrastructure investment impact sectors like transportation and housing? Joining this episode to unpack cycles of government spending, and discuss how the auto industry and industrials are being reshaped under the impact of U.S. tariffs, is Equity Research Analyst Robert Reynolds. Recorded on September 5, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

FidelityConnects
Market & product trends shaping investor portfolios today – Andrew Clee

FidelityConnects

Play Episode Listen Later Sep 8, 2025 30:06


A potential Supreme Court ruling on the Fed's independence is making headlines - and could reshape how monetary policy is managed in the US. As questions swirl around the Fed's role and the broader policy landscape, we turn our attention to how investors are responding. Today, we begin with a look at industry flows: from ETFs to mutual funds and portfolio positioning as we head into Fall and the final stretch of the year. We'll also explore international markets, all in one solutions, and whether today's environment echoes the 1980s - a time of surging IPOs and housing activity. Joining today's episode to unpack it all is Andrew Clee, Vice President of Product and Managed Accounts. Recorded on September 2, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

FidelityConnects
1:1 with Fidelity's Andrew Marchese, CIO

FidelityConnects

Play Episode Listen Later Sep 4, 2025 30:31


Resilience in the face of a once-in-a-century tariff shock has been a defining theme in the markets this year. While company earnings worldwide have held steady, the key questions for investors are: What's next this fall and into 2026? How will tariffs affect companies going forward? How will they impact different countries, companies, and asset classes? This episode will take a closer look at how the tailwind of artificial intelligence is being balanced against these headwinds - and where opportunities may lie for you. Joining today's episode for a conversation on the state of the markets is Andrew Marchese, Fidelity Portfolio Manager and Chief Investment Officer. Andrew leads a high-performing team of over 100 investment professionals, including portfolio managers, research analysts, traders and more that manage over $100 billion in assets. Recorded on September 3, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

FidelityConnects
The future of monetary policy and what it means for you – Christine Thorpe

FidelityConnects

Play Episode Listen Later Sep 2, 2025 27:55


Investors are watching the Fed's next move very closely. With a softening labor market on one side, and persistent inflation on the other, a big question for the markets is how the largest central bank in the world is “duelling” with its “dual” mandate. To unpack the direction of travel for monetary policy, what it all means for the fixed income landscape, where there are opportunities, and how Fidelity is actively managing its bond strategies for unit-holders, Fidelity Institutional Portfolio Manager Christine Thorpe is joining today's episode to offer her perspectives and outlook. Recorded on August 27, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

FidelityConnects
Global real estate: Steve Buller's outlook & opportunities

FidelityConnects

Play Episode Listen Later Aug 29, 2025 29:22


With markets now expecting a fed cut in September, many investors are wondering how they might need to "adjust" their portfolios. With this possible new stance from the Fed towards lower rates, the back to office push, and the infrastructure build to support the economy of the future, like data centres, what role can real estate play in your diversified portfolio in this environment and over the long term? And how are tariffs impacting supply chains of builders and major players in the global real estate sector? To unpack the fed cut story and how this might impact various sub sectors, and to give you insights on a topic that almost every Canadian likes to talk about, Portfolio Manager Steve Buller joins today's episode. Steve manages the Fidelity Global Real Estate Fund. Recorded on August 26, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

FidelityConnects
Third-quarter capital markets playbook – Andrei Bruno

FidelityConnects

Play Episode Listen Later Aug 28, 2025 28:39


Three weeks from now, September 17th, is a very ‘live' Fed decision day. At the Jackson Hole Symposium last week, U.S. Federal Reserve Chair, Jay Powell, opened the door wide to a rate cut at that meeting. However, a marked - and somewhat expected - shift in tone to the Labour side of the Fed's dual mandate was present. The word “curious” was used to describe labour market traits at this time. Discussion of a cut in September lit equity markets on fire through Friday's trade. But what do moves in the long bond space tell us? Today's guest says that with all the moving pieces in today's marketplace, the best strategy might be to stick with what you have deployed and not make any sudden moves. Joining today's episode to help put the macro themes - including massive earnings releases later this week - into perspective for you is Fidelity's Director of ETFs, Andrei Bruno. Recorded on August 25, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

FidelityConnects
Denise Chisholm's sector and factor perspectives – August 22, 2025

FidelityConnects

Play Episode Listen Later Aug 27, 2025 30:14


With tariffs, commodity markets, and earnings season surprises making headlines, it seems everything is boiling down to one big question: Is this the beginning of a new era in global trade? And if so, what might global trade 2.0 mean for advisors and investors? Joining today's show to unpack the research and help answer these questions and more is Fidelity Director of Quantitative Market Strategy, Denise Chisholm. Recorded on August 22, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

FidelityConnects
Help clients stay on track for retirement with ClearPath – Jon Knowles

FidelityConnects

Play Episode Listen Later Aug 25, 2025 29:12


We're in the early innings of the tariff impact unfolding. As markets continue to shift, investors are re-evaluating their exposure across geographies, sectors, and asset classes. On this episode, we'll explore how investors are navigating volatility - and how a lifecycle strategy can help keep clients stay on track toward their retirement goals. We'll also unpack inflation, tariffs, and currency positioning, and what they mean for retirement-focused portfolios like the Fidelity ClearPath Target Date funds. Joining today's episode to share those insights is Jon Knowles, Institutional Portfolio Manager on Fidelity's Global Asset Allocation team. Recorded on August 21, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

FidelityConnects
The ETF roundup with Étienne Joncas-Bouchard – August 2025

FidelityConnects

Play Episode Listen Later Aug 22, 2025 26:55


Canada's ETF industry continues to evolve, and over the past month, we've seen strong interest in international trade and equities, highlighting a growing appetite for global diversification. In particular, there's been a notable rise in active ETFs, with investors increasingly drawn to their flexibility and potential for outperformance. Recent market activity, including a rally in U.S. equities, has sparked conversations around concentration risk and portfolio construction. Joining today's episode to unpack what's driving ETF flows, how Fidelity is adapting, and what investors should be watching in the months ahead, is Étienne Joncas-Bouchard, Fidelity's Director of ETF and Alternative Strategy. Recorded on August 20, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

FidelityConnects
Global asset allocation perspective – Ilan Kolet

FidelityConnects

Play Episode Listen Later Aug 21, 2025 31:35


This week, all eyes are on the Jackson Hole Symposium, where investors are waiting for Fed Chair Jerome Powell's take on the direction of the economy. With interest rate decisions, employment trends, and questions around U.S. exceptionalism shaping today's market conditions, how is Fidelity's Global Asset Allocation team positioning portfolios for the second half of 2025? Joining today's episode to share his insights is Fidelity Institutional Portfolio Manager, and member of the Global Asset Allocation team, Ilan Kolet. Recorded on August 19, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

canadian etfs jerome powell ilan environics global asset allocation kolet
FidelityConnects
Jurrien Timmer's global macro view – August 18, 2025

FidelityConnects

Play Episode Listen Later Aug 20, 2025 31:00


Ukrainian President Volodymyr Zelensky and several European leaders are in Washington for ongoing discussions, and attention is turning to the Federal Reserve ahead of the Jackson Hole Economic Policy Symposium taking place later this week from August 21st to 23rd. In the markets, Chinese equities are climbing - Shanghai-listed stocks just reached a ten-year high. Treasury yields are drifting lower, S&P 500 futures are steady, and Bitcoin has broken through a new level. Joining today's episode to unpack these developments, and what they mean for you, is Fidelity's Director of Global Macro, Jurrien Timmer. Recorded on August 18, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

FidelityConnects
Canadian real estate and insurance: Analyst insights – Connor MacGrath

FidelityConnects

Play Episode Listen Later Aug 19, 2025 30:25


The world is arguably becoming a riskier place, with weather events and natural catastrophes happening more frequently, and more severely over time. How are insurance companies adapting to these changes? In real estate, the rental market faces challenges marked by oversupply and financial strains on developers, with winners and losers in this sector. How is this affecting market dynamics and investment opportunities? Joining today's episode to discuss evolving trends, challenges, and market dynamics in the insurance and real estate sectors, and break down the risks and opportunities in the months ahead, is Equity Research Associate Connor MacGrath.  Recorded on August 15, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

FidelityConnects
ETF industry trends and insights – Audrey Kim and Francois Jack

FidelityConnects

Play Episode Listen Later Aug 18, 2025 28:34


Today we're spotlighting ETFs - why they matter, how they've evolved, and what makes them a smart choice for investors seeking flexibility and diversification. Joining today's episode are two key voices from our investment team: Audrey Kim, Senior Investment Analyst, and Francois Jack, Investment Analyst, both supporting the product development side. Together, they'll break down ETF basics, share insights on Fidelity's expanding footprint in the ETF space, and explore how digital asset ETFs like Bitcoin and Ether are shaping the landscape. We'll also look at trading best practices and how our investment team partners with advisors to navigate what's next. Our goal today is to provide you with practical information about ETFs and Fidelity, so let's jump in. Recorded on August 14, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

FidelityConnects
Global equities: trends, opportunities and outlook – Patrice Quirion

FidelityConnects

Play Episode Listen Later Aug 15, 2025 30:29


Is the AI-driven U.S. market rally overdone - or is it just getting started? And is this concentrated performance - driven by a handful of stocks - truly sustainable? For investors seeking broader economic representation and diversification, the rest of the world may offer compelling opportunities. Joining today's episode to share his perspective on the less crowded, lower-expectation markets of Europe and China is Portfolio Manager Patrice Quirion. Patrice manages several Fidelity funds including the Fidelity International Concentrated Fund and the Fidelity Global Fund. We'll also explore the wild card: what happens if peace returns to Ukraine - especially with the high-stakes Trump-Putin summit set for this Friday. Plus, how tariffs, inflation, and the U.S. dollar are shaping global investment strategies. Recorded on August 12, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

FidelityConnects
Markets, the ETF landscape, and product innovation – Andrew Clee

FidelityConnects

Play Episode Listen Later Aug 14, 2025 30:47


As we are in the midst of a week of significant releases on inflation data and serious geopolitical brinkmanship, it is time to take a look at what will shepherd investors through the bumps via ETFs. ETFs in Canada have been hitting record highs in recent months - across the whole Canadian industry, as well as at Fidelity, in particular. Investors are more and more interested in a vehicle that allows for broad diversification, core positioning and the where-with-all to add particular strategies for easily enhancing risk, or just as easily, decreasing exposure to risk. Recorded on August 11, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

FidelityConnects
Global brands and consumer spending patterns: Aneta Wynimko

FidelityConnects

Play Episode Listen Later Aug 13, 2025 35:45


Tariffs, or no tariffs, from an investment point of view, the consumer wanting to spend - and due to some de-regulation - being able to spend, might present a coiled-spring opportunity. Less onerous bank regulations and mortgage burdens could also free up spending ability. After the twin hits of Liberation Day fears, and the over-hang of COVID price hikes, consumer brands have had to adjust. To do this they are diving into the world of A.I. efficiencies. Though A.I. may not yet be deployed across vast businesses, today's guest says A.I. inside the brands is clearly around the corner. Today, Fidelity Portfolio Manager Aneta Wynimko helps us understand what the consumer is spending on - across all ages and budgets, and more on the Fidelity Global Consumer Brands Fund. Recorded on August 8, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

FidelityConnects
Manage volatility through diversified income solutions – Adam Kramer

FidelityConnects

Play Episode Listen Later Aug 12, 2025 28:42


In today's dynamic market environment where trade, fiscal and monetary policy can change on a dime, many investors are looking for an actively managed diversified income solution. An income solution that is positioned for a range of outcomes, well diversified across many assets and sectors, and one that can be tactical to take advantage of new market opportunities. Joining this episode to reflect on the first half of the year, provide updates on positioning and unique perspectives of tariffs and what may be next, is Portfolio Manager Adam Kramer. Adam co-manages the Fidelity Tactical High Income Fund, which won a Lipper award in 2024. Recorded on August 5, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

FidelityConnects
Technology trends and innovations shaping the future – John Bradley and Vishal Chopra

FidelityConnects

Play Episode Listen Later Aug 11, 2025 29:41


In today's fast-moving tech landscape, advisors and investors are navigating both opportunity and risk - from AI-driven innovation to rising cybersecurity threats. Technology is reshaping how we work, invest, and stay secure. Joining this episode to explore what's capturing attention in the markets, and what advisors and investors need to know now, are John Bradley, Director of Emerging Technologies, and Vishal Chopra, Equity Research Associate covering Canadian Technology and Healthcare. They're diving into sector trends, practical tips, and how Fidelity is harnessing technology to drive efficiencies and better support you. Recorded on August 6, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

FidelityConnects
Denise Chisholm's sector and factor perspectives – August 7, 2025

FidelityConnects

Play Episode Listen Later Aug 8, 2025 30:15


It appears we are close to learning who will be appointed as a new member of the FOMC. This is after the Federal Reserve held interest rates steady at their latest meeting in July. Most surveyed economists now believe a cut will come in September, after a dismal July jobs report. However, if the July jobs number is more of a data blip, of which this year has had many, then equity investors could be looking at a Fed cut on top of the tax cuts in the “One Big Beautiful Bill Act”, which could build potential wind in the sails of valuation expansion. Joining today's episode with her thesis for what an interest rate cut in the months to come might mean for stocks, is Fidelity Head of Quantitative Market Strategy, Denise Chisholm. Recorded on August 7, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

FidelityConnects
July 2025 Bank of Canada reaction – Don Drummond

FidelityConnects

Play Episode Listen Later Aug 6, 2025 30:25


Where does Canada stand in the overall picture of growth? And to what extent are interest rates, and interest rate policy, crucial to growth in Canada's age of industrialization? The Bank of Canada held interest rates steady for a third consecutive time last week. At 2.75 percent, the central bank says the rate is at the mid-way point of its neutral range. As the growth of global hyper-scalers roars ahead and the slowing-down of sectors not linked to the A.I. supply chain in some way unfolds, can North American central bank policy play the pivotal role it once did in driving economic outcomes? Joining today's episode to further discuss the Bank of Canada's latest rate move - and the scenarios around which it was made - is former TD Bank Chief economist, Don Drummond. Don is also currently the Stauffer-Dunning Fellow at Queen's University and Fellow-in-Residence at the C.D. Howe Institute. Recorded on July 31, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

FidelityConnects
Retail and apparel trends: Analyst insights – Cameron Ho

FidelityConnects

Play Episode Listen Later Aug 5, 2025 30:55


We are in earnings season, and investors are starting to get some much-needed clarity into exactly how tariffs are impacting the bottom line of companies, and where they might be headed next. Another useful way to forecast the future performance of companies is to look at the health of the consumer. How is the consumer faring today? Do they have the strength to spend and drive companies and the economy forward? To check in on the state and the mood of consumers, today's guest is equity research analyst Cameron Ho. Cameron covers the US retail and apparel sectors.  Recorded on July 25, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

FidelityConnects
The pros of pair trade investing with Fidelity Market Neutral Alternative Fund – Brett Dley

FidelityConnects

Play Episode Listen Later Aug 1, 2025 28:40


Many Canadians can attest that this summer has been red hot on a number of different fronts. What we've all felt in the pool or on the patio has, in a way, mirrored the heat we've seen in equity markets since mid-April. With that mind - this week comes with no shortage of data. Big earnings prints, a Federal Open Market Committee decision and jobs could all weigh on the market's trajectory in the second half of 2025. Joining this episode to unpack some of those themes and how he's navigating today's climate through a Market Neutral strategy is Portfolio Manager Brett Dley. Recorded on July 30, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

FidelityConnects
What's next for U.S. and global equities – Chris Lee

FidelityConnects

Play Episode Listen Later Jul 31, 2025 31:58


Earnings season is underway, and results so far have been stronger than expected - offering early signals that are already being reflected in market sentiment and performance. This episode will take a broader look at what's shaping the outlook for U.S. and global equities - including how innovation is driving efficiency, what AI could mean for jobs, and how shifting consumer dynamics, tariffs, and evolving fiscal and monetary policy are influencing the road ahead. Joining this episode is Chris Lee, Chief Investment Officer of the Equity Division based in Boston, and Portfolio Manager on over $100 billion in assets across balanced, global, and advanced equity strategies. Recorded on July 29, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

FidelityConnects
Jurrien Timmer's global macro view – July 28, 2025

FidelityConnects

Play Episode Listen Later Jul 30, 2025 31:32


With trade deal announcements in full swing, global business leaders are pouring over whatever details can be found to show the emerging architecture of America's new trade connections. This week looks to major central banks in Canada and the U.S for decisions about whether to cut or hold interest rates, as well as for commentary from the BoC and the Fed on how to thread the needle between 'overly restrictive' and 'fighting future inflation'. For the economies of these two neighbours, it is a tale of two very different cities. Joining the show today to help set these moving parts into an investment thesis, while explaining the more evident fiscal dominance in markets, is Fidelity Director of Global Macro, Jurrien Timmer. Recorded on July 28, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

FidelityConnects
Denise Chisholm's sector and factor perspectives – July 24, 2025

FidelityConnects

Play Episode Listen Later Jul 29, 2025 32:10


As markets adjust to higher valuations and shifting economic signals, one thing is clear - capital expenditures are becoming a more meaningful part of the market narrative. With policy tailwinds like The One Big Beautiful Bill fuelling what some are calling a “cap-ex comeback,” investors are watching closely to see where the next opportunities will emerge - from tech and financials to energy and consumer discretionary. While many are focused on what the Fed might do next, Fidelity's Denise Chisholm, Director of Quantitative Market Strategy, is looking beyond the headlines - and helping us understand what's driving capital spending, how inflation is playing out, and which sectors are best positioned in today's environment. Recorded on July 24, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

FidelityConnects
The ETF Roundup with Étienne Joncas-Bouchard – July 2025

FidelityConnects

Play Episode Listen Later Jul 28, 2025 27:22


Canada's ETF industry is on pace to surpass its previous annual inflow record, with equity ETFs - particularly those focused on international and Canadian markets - leading the way. It's a clear signal that investors are leaning into diversified strategies amid shifting global dynamics. Fidelity's expanding ETF lineup has navigated volatile markets with resilience since inception, offering advisors and investors innovative tools to stay ahead. Joining the show today to explore what's driving ETF flows, how Fidelity is positioned, and what you should be watching in the months ahead is Étienne Joncas Bouchard, Fidelity's Director of ETF and Alternative Strategy. Recorded on July 25, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.  

FidelityConnects
Bitcoin and beyond: Exploring digital assets – Chris Kuiper

FidelityConnects

Play Episode Listen Later Jul 25, 2025 32:35


The digital assets market continues to experience significant growth and evolution in 2025, driven by increased institutional adoption, key regulatory developments, and product innovation. Today, the total market capitalization of digital assets stands at approximately 5.5 trillion Canadian dollars, which is up more than 50 percent from a year ago. This coincides with important legislative developments in the U.S. last week, dubbed “Crypto Week,” with Bitcoin recently hitting a new all-time-high of 168-thousand Canadian dollars. Joining the show today to talk about these developments and what may lie ahead for Bitcoin and digital assets is Chris Kuiper, Vice President of Research at Fidelity Digital Assets. Recorded on July 22, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

FidelityConnects
North American banks ands financials deep dive – Lee Sotos and Thomas Goldthorpe

FidelityConnects

Play Episode Listen Later Jul 24, 2025 33:20


With new regulatory landscapes taking shape, mainly in the United States, but also across the global banking universe, how are financials poised to perform over the next few years? Has the lack of recession provided a bolster to the valuation story? And just how much consolidation could be on the books for not only U.S banks, but also their European brethren? Joining the show today to help paint this picture is Fidelity Co-Portfolio Manager and Senior Equity Analyst, Lee Sotos, and Fidelity Equity Research Analyst Thomas Goldthorpe. Recorded on July 18, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

FidelityConnects
Jurrien Timmer's global macro view – July 21, 2025

FidelityConnects

Play Episode Listen Later Jul 23, 2025 30:47


The market climb continues with earnings season now in full swing. Companies reporting thus far have been able to meet, beat and release some more guidance - after a semi-paralysis in communication due to the tariff unknowns. While tariffs are still unknowns, the one big beautiful bill has passed and a larger pond for investors to fish in has opened up across the globe. Concerns about the Fed and the bond market are not going away, as this wall of worry continues to be tackled. Joining today's show to bring context to what this moment in the markets means for you is Fidelity Director of Global Macro, Jurrien Timmer. Recorded on July 21, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

FidelityConnects
U.S. equities: A valuation-conscious approach – Kyle Weaver and Becky Baker

FidelityConnects

Play Episode Listen Later Jul 22, 2025 32:08


With U.S. retail sales numbers out stronger than expected, it's clear that even in light of the tariff overhang, consumers are still spending into the economy. On today's episode, we learn more about where growth stocks may be hiding in plain view across US equity markets. Companies that often grow with long-term structural themes, as well as those that are currently pumping large amounts of free cash flows fit this strategy. Aspects of the A.I. trade fold nicely into the growth outlook, but which areas have the most untapped potential at this stage? Joining the show today to speak about growth opportunities across this market are Fidelity U.S. Growth Opportunities class Portfolio Managers Kyle Weaver and Rebecca Baker. Recorded on July 17, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

FidelityConnects
The latest in global high-yield bonds – Peter Khan

FidelityConnects

Play Episode Listen Later Jul 21, 2025 32:02


The global high yield bond space can be a good place to weather recession, or sing along with a risk-on environment. With 10-year treasury yields at elevated levels, how is the picture looking for that extra piece of yield one can earn via the High Yield Bond market? Today's guest says it's looking pretty good! With some investors moving away from U.S. assets, will other hunting grounds, such as Europe, become more interesting for high yield issuance? Joining today's show to tour through the spreads, dispersions and sectors of the high yield bond trade is Fixed Income Portfolio Manager, Peter Khan. Recorded on July 16, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

FidelityConnects
Diversifiying: Call-writing & put option-based strategies – Eric Granat

FidelityConnects

Play Episode Listen Later Jul 18, 2025 27:35


Sustained volatility is great for certain strategies, particularly when call-options are an option. Income strategies are all the rage at the moment, but Fidelity has been deploying such a strategy that first made its mark in the 1970s. If investors desire the trifecta of a smoother ride through volatility, earning an income, all while remaining keenly exposed to growth in equity markets, this may be the moment for an extra shot of caffeine as we dive into derivative strategies. Whether you seek to hedge market risk, or gain income on the vol, this is the discussion for you. Joining today's show is Portfolio Manager of Fidelity Equity Premium Yield ETF and Fidelity SmartHegde US Equity Fund, Eric Granat. Recorded on July 15, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

FidelityConnects
Jurrien Timmer's global macro view – July 14, 2025

FidelityConnects

Play Episode Listen Later Jul 17, 2025 31:51


With a monster week of earnings around the corner and high flyers in the crypto and Mag7 space, what is the rest of the market signalling? Still resilience? How will releases of eco data like inflation, US treasury quarterly reporting, and the march toward the August 1st tariff deadline nudge markets to travel higher, or take a pause? Giving us the view from the top today is Fidelity Head of Global Macro, Jurrien Timmer. His incredible charts and graphs could help you stick handle the roads to investing in the second half. Recorded on July 14, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

FidelityConnects
Active asset allocation: Global opportunities – Ayesha Akbar

FidelityConnects

Play Episode Listen Later Jul 15, 2025 28:31


Global trade has been a risk to the markets for most of this year. Through last week, ever more so. The tariff story has been a shock to the system and is beginning to see governments spend differently at home. Investing in their own supply chains, or with new partners in the global system. Fresh rounds of local stimulus means new opportunities to bolster exposure to global local markets and give parts of the emerging world new reasons to shine. Joining the show today to discuss her approach to this new playing field is Fidelity Global Asset Allocation Portfolio Manager, Ayesha Akbar. Recorded on July 11, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

FidelityConnects
Denise Chisholm's sector and factor perspectives – July 10, 2025

FidelityConnects

Play Episode Listen Later Jul 14, 2025 30:37


As market narratives shift almost daily for traders and investors, a hard look at the underpinnings of what continues to power a lift is worthwhile. Today's guest says we are in the throes of the second scare of the tariff worries for 2025. However, that may be only a scare, or a blip, even? Corporate tax cuts from the so-called one big beautiful bill may provide sustainable tailwinds markets have been missing during the messy tariff policy rollout. Joining today's show is Head of Quantitative Strategy at Fidelity, Denise Chisholm. Recorded on July 10, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

FidelityConnects
Paying dividends with active management in third quarter – Don Newman

FidelityConnects

Play Episode Listen Later Jul 11, 2025 32:00


While markets continue to digest a bit of macro data rollercoaster, is there an enhanced case for yield via dividends across today's market place? If the combination of modestly higher growth, along with a good dose of volatility continues to be a reality for the medium-term, or longer, might a dividend strategy bring you closer to your goals? Or, perhaps you approach the dividend strategy as one to simply bring down your overall risk profile, while continuing to lean into a rising equity market. On today's episode to further discuss these aspects of the strategy is Portfolio Manager Don Newman. Recorded on July 8, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

FidelityConnects
Materials, metals, and energy: Analyst insights – Claire Fleming

FidelityConnects

Play Episode Listen Later Jul 10, 2025 30:03


As the global trade story tilts to demand from other markets, and new partnerships are now opening up, how will commodities perform? For instance, does a shift to nuclear power have quite a different short-term investment thesis to the long-term? Will the global copper pull-forward earlier this year confuse pricing until 2026? How does the story for potash pan out in this rocky global market place? Tying together the impact of new trade dealings and the outlook for many materials producers on this episode is Fidelity Equity Research Analyst Claire Fleming. Recorded on July 4, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

FidelityConnects
Jurrien Timmer's global macro view – July 7, 2025

FidelityConnects

Play Episode Listen Later Jul 9, 2025 31:44


Stock markets have shrugged off multiple layers of risk over the last week to sit in the all-time highs range. Today's guest says we are witnessing momentum, which usually begets more momentum. Is this the case in today's market? How can investors evaluate which signals will inform us about caution, and which signals may help drive equities higher? On a macro level, can U.S. growth peak out, and pass from behind the certain debt drag that has been signed into law via the Big Beautiful Bill? Joining today's episode with research to help you wade through the slightly foggy, but potentially bullish picture is Fidelity's Head of Global Macro, Jurrien Timmer. Recorded on July 7, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

FidelityConnects
The growing demand for alternative investing strategies – Rory Poole

FidelityConnects

Play Episode Listen Later Jul 8, 2025 30:34


Coming into last week's U.S. jobs print, analyst expectations were all over the place. Another sign that although perhaps past peak uncertainty, markets and expectations are volatile. New ways to provide ballast in one's portfolio are worth considering to help steady the release of both data and policy shifts across the board, and to help you take a much longer view. On the show today to discuss Fidelity's alternative investments - both liquid and less liquid - is Director of Alternatives, Rory Poole. Recorded on July 3, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

FidelityConnects
Major themes in global bond markets – Michael Foggin

FidelityConnects

Play Episode Listen Later Jul 7, 2025 30:29


As we try to get into the mindset for a discussion on global bond markets, think of a river with cross currents. Currents interrupting one another, reversing in swirls and backing up water in short bursts, as it all ultimately flows toward a lower body of water, in one big direction. According to today's guest, Fidelity Fixed Income Portfolio Manager, Michael Foggin, cross currents within global bond markets are providing more opportunities than ever. Geographies displaying differing rate policies, a depreciating US dollar, and a new narrative about safe havens all create new fertile ground for a global bond portfolio. Recorded on July 2, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.  

FidelityConnects
Geopolitical & macro trends influencing asset allocation – Dirk Hofschire

FidelityConnects

Play Episode Listen Later Jul 4, 2025 35:45


Some of the largest questions about the direction of markets are researched by a very special Fidelity team in Boston. They set to music issues ranging from: Will the tail wind set to come from US de-regulation and the tax cuts be evident over the medium term? Or will it be a much slower process? What does the diplomacy style of Donald Trump thus far in his administration tell us about the markets' resilience to the upsets across the geopolitical playing field? And how will interest rate policy over the rest of this year stack up against what will need to be policy under a new Fed chair - less than a year from now. Fidelity's Director of Asset Allocation Research, Dirk Hofschire, heads up this team of 12 researchers at Fidelity. He joins today's episode to elaborate on how his team informs decision-making across the entire company. Recorded on June 25, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

FidelityConnects
Today's Canadian consumer: Analyst insights – Andrew Hall

FidelityConnects

Play Episode Listen Later Jul 3, 2025 28:23


Let's dig into a few sectors that really tell the growth story, or the lack there of, of this country. Consumer staples, many of them grocers, telecom, and utilities. There are shifting sands beneath two of these sectors, both of which are at the forefront of what is discussed as a so-called industrial revolution. The other, grocers, are life sustaining and the quintessential consumer staple. Today's guest, Fidelity Equity Research Analyst Andrew Hall, dives into the investment case for each of these sectors. Recorded on June 27, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

FidelityConnects
Connects x Upside | An inside look at Canada's tech sector: AI, chips, robotics, and more – Joe Overdevest and Vishal Chopra

FidelityConnects

Play Episode Listen Later Jul 2, 2025 24:17


Canada's tech industry in 2025 is characterized by robust growth and the digital transformation of traditional industries, supported by a strong educational pipeline from Canadian universities. But where does Canada fit into the global tech picture? And what trends from AI microchips, robotics, and more, should you have on your radar? Joining today's episode to unpack all of this and more are Portfolio Manager Joe Overdevest and Equity Research Associate Vishal Chopra. Recorded on June 10, 2025. This episode was originally presented as part of The Upside, now available on your podcast platform of choice. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

FidelityConnects
Denise Chisholm's sector and factor perspectives – June 26, 2025

FidelityConnects

Play Episode Listen Later Jun 30, 2025 30:38


Is the price of oil adding to a stagflationary impulse that rests in markets right now? How are price swings of WTI and Brent crude leaching through to influence the economy's medium-term direction? If oil prices zigzag higher on geopolitical news, can markets beat back the oil-induced recessions of yesteryear and have us land perhaps in stagflation-land? Which sectors of the equity market can power through, regardless? On today's show, to discuss departure points across the plains of economic history - and how you being better aware of them could help you in decision-making for clients - is Fidelity Director of Quantitative Market Strategy, Denise Chisholm.  Recorded on June 26, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.  

FidelityConnects
Building a concentrated U.S. equity portfolio – Steve DuFour

FidelityConnects

Play Episode Listen Later Jun 27, 2025 29:45


Much ink has been spilled discussing the end of "US-exceptionalism". But do the winnings of that so-called trade really end over the period of just a month or two? On today's episode, Portfolio Manager Steve Dufour dives into the weeds of what works, and what doesn't, in a concentrated US-focused fund. Recorded on June 24, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

FidelityConnects
Practical advice for end-of-life planning – Greg Barnsdale

FidelityConnects

Play Episode Listen Later Jun 26, 2025 28:12


Leaving behind a legacy, sorting out details of your will, and figuring out plans for your estate… This type of legacy planning is vitally important, and financial advisors are well-positioned to assist clients with this meaningful work. Today's guest, Certified Executor Advisor and author Greg Barnsdale, offers ways for financial advisors to handle those delicate end-of-life conversations and discusses how it can lead to more financially and emotionally sound clients. Recorded on June 18, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

FidelityConnects
U.K, Europe & global markets spotlight – Tom Stevenson

FidelityConnects

Play Episode Listen Later Jun 25, 2025 30:39


For markets, all eyes on the Middle East means asset classes need to be seen through the lens of oil prices and the potential impact to the global economy. Will the relative calm in markets hold? How do we put this type of event into context globally? Today's guest is Fidelity International Investment Director Tom Stevenson, to help us shift through the noise amidst this new geopolitical reality. Recorded on June 23, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

FidelityConnects
The ETF Roundup with Étienne Joncas-Bouchard – June 2025

FidelityConnects

Play Episode Listen Later Jun 24, 2025 26:31


The last few months have been an extraordinary time to be diversified - to the fullest extent possible. Fidelity All-in-one ETFs were designed to proceed with precision and protection in exactly such unknown waters. By tapping into all investment factors - from low vol to quality and momentum - as well as giving investors exposure appropriate for their level of either conservatism, or more of a tilt to risk, Fidelity ETF's have plowed through choppy waters since inception. Taking us through the expanding playing field for the Fidelity ETF line up on today's show is Director, ETF and Alternatives Strategy, Étienne Joncas Bouchard. Recorded on June 11, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

FidelityConnects
The Fed decision: Insights from the GAA team – Ilan Kolet

FidelityConnects

Play Episode Listen Later Jun 23, 2025 30:37


With questions still not answered about the course of inflation in the United States, the Federal Reserve chose this week to keep rates on hold. Chairman Jerome Powell says he is comfortable enough with the economic growth and labour story to stick with his policy of no-sudden-movements. However, with a potential bite from tariffs still to come and a labour market showing continuing jobless claims at steady levels, how long can this rate position grind on for? And, how does the interest rate differential, globally, leave Canadians who are investors of the loonie? We are pleased today to be hearing the perspective of Fidelity's Global Asset Allocation team with Institutional Portfolio Manager, Ilan Kolet. Recorded on June 19, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

FidelityConnects
ETF strategies for the second quarter – Vince Kraljevic

FidelityConnects

Play Episode Listen Later Jun 21, 2025 15:34


The popular Fidelity All-in-One ETF suite has expanded to include two new options: conservative income and fixed income. Tune in to hear ETF Strategist Vince Kraljevic discuss Fidelity's larger ETF lineup, how all-in-one ETFs are designed, how they continue to resonate with investors and the lineup's newest expansion. Recorded on June 3, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.